Honolulu Capital Management
Firm details
- Headquarters
- Honolulu, Hawaii
- CRD number
- 300951
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.03%
- Individuals32.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Honolulu Capital Management is structured as a limited liability company owned by an individual and advises primarily individual and family clients. The firm provides portfolio management services for individuals, small businesses and for businesses or institutions, and charges fees based on a percentage of assets under management. According to its disclosures the adviser does not position itself as an ESG investor, operates within a single state jurisdiction, and is not organized as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Tod Marcus
Managing MemberCRD 5342929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Honolulu, HI
Honolulu
Location
Honolulu, HI
Headquartered in Honolulu, HI, in the West of the United States.
- Region
- West
- County
- Honolulu
- Address
- 3049 Ualena St
- Time zone
- HT (UTC-10)
- Office locations
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